General Settings

Setting up taxes

How to set up taxes rates in QuoteMachine

Written by Romy Marinus
Updated over a week ago

Collecting Late Fees in QuoteMachine

Here is a quick guide on how to collect late fees on overdue invoices.

Written by Kadija Allagouma
Updated over a week ago

Printing in QuoteMachine

All about printing your documents in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Downloading a PDF version of your document

Written by Tom Burnatowski
Updated over a week ago

Automatic Reminders for Unpaid Invoices

How to set up automatic reminders for unpaid invoices

Written by Romy Marinus
Updated over a week ago

Change taxes in tax-inclusive accounts

How to use the tax functions for tax inclusive accounts

Written by Romy Marinus
Updated over a week ago

Setting Restrictions on Order Forms (formerly Price Lists)

limit quantity, customer type, and more.

Written by Tom Burnatowski
Updated over a week ago

Create a contract document from quote

How to add additional contractual details to a quote

Written by Anna Brundage
Updated over a week ago

Manage your QuoteMachine subscription

How to update your payment method and access your invoices

Written by Anna Brundage
Updated over a week ago

Cancelling an Order

Written by Tom Burnatowski
Updated over a week ago

How to use Zapier with QuoteMachine

Connect QuoteMachine to hundreds of other apps with Zapier

Written by JD
Updated over a week ago

Connecting with Kangaroo rewards

How to Connect & use Kangaroo rewards integration with QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Attaching PDFs to account statements

How to to attach PDFs to your account statements

Written by Tom Burnatowski
Updated over a week ago

Automatic update of order status

How to set order statuses to change automatically when items are invoiced or checked-in

Written by Anna Brundage
Updated over a week ago

How to add your tax numbers

Add details to the tax line on your documents

Written by JD
Updated over a week ago

Collecting a Payment from an Order

How to receive a payment directly from a sales order

Written by Anna Brundage
Updated over a week ago

Connect QuoteMachine to your own email account

How to connect your email to QuoteMachine to send mail and access calendars.

Written by Anna Brundage
Updated over a week ago

Connect with Zendesk Sell

How to connect QuoteMachine and Zendesk Sell together

Written by JD
Updated over a week ago

How to display the location or account email address in the Contact & Document details section

Setting the seller's email displayed in the quotes, invoices and other documents

Written by Anna Brundage
Updated over a week ago

Using Order Forms (formerly Price Lists) for Event Registration

Order Forms can be used in many ways

Written by Tom Burnatowski
Updated over a week ago

How to delete a deposit from a quote

Delete a payment from a quote and convert it to a credit memo

Written by Anna Brundage
Updated over a week ago

Creating a Return in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Entering Tax by Line Item

QuoteMachine lets you enter a different tax per line item

Written by Tom Burnatowski
Updated over a week ago

Expiration dates on Quotes

Let your customers know when their quote expires!

Written by Tom Burnatowski
Updated over a week ago

Using Merge & Custom Fields

Merge fields allow you to input information into your QuoteMachine documents

Written by Tom Burnatowski
Updated over a week ago

Order Forms ( formerly Price List) in QuoteMachine

Use an order form to showcase and sell your products online

Written by Tom Burnatowski
Updated over a week ago

Quick start on QuoteMachine

How to set up your account and send your first quotation

Written by JD
Updated over a week ago

Adding a Quote template to your Dashboard V2

Use a quote clone to quickly send common quotes

Written by Tom Burnatowski
Updated over a week ago

Change your password

How to replace your password with a new one

Written by JD
Updated over a week ago

Setting up user permissions

How to setup permission groups

Written by Anna Brundage
Updated over a week ago

Recover your password

Simple steps to get you back in to your account if you've lost your password

Written by Tom Burnatowski
Updated over a week ago

Multicurrency

How to sell in multiple currencies

Written by JD
Updated over a week ago

Customizable Payment Types in QuoteMachine

Correctly record the exact payment type you received

Written by Tom Burnatowski
Updated over a week ago

Activate the integration with Stripe Payments

Connect your Stripe account to QuoteMachine and start accepting payments

Written by JD
Updated over a week ago

Connecting your Stripe Integration

Existing Stripe users also need to reconnect their Stripe accounts to complete the update.

Written by Tom Burnatowski
Updated over a week ago

ACH setup with Stripe

How to set up ACH and troubleshoot errors

Written by Romy Marinus
Updated over a week ago

Setting up ACH Payments

A new way to get paid in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Saving a new card on file without capturing payment.

QuoteMachine allows to add a credit card to a contacts information at any point.

Written by Tom Burnatowski
Updated over a week ago

Save a credit card on file while capturing payment

How to save a credit card securely to automate payments

Written by JD
Updated over a week ago

Use credit card on file

How to take a payment using a card saved on file

Written by JD
Updated over a week ago

Taking an E-Signature in QuoteMachine

How to get signatures from your customers

Written by Tom Burnatowski
Updated over a week ago

Changing your Font & Color Scheme

Personalize your documents and stay on brand.

Written by Tom Burnatowski
Updated over a week ago

Creating & Editing Document templates

How to edit and personalize your document templates in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Background image on proposals

How to use a background image with your documents

Written by JD
Updated over a week ago

Hide QuoteMachine logo from emails and documents

How to remove the "Get started" message from emails and the bottom of your documents.

Written by JD
Updated over a week ago

Custom order statuses

Create your own order statuses

Written by JD
Updated over a week ago

Remove a customer’s email from a template

How to hide a customer’s email from a quote, order or invoice template

Written by Anna Brundage
Updated over a week ago

Custom Fields on documents

Create a custom form for your customers to enter in their own information.

Written by Tom Burnatowski
Updated over a week ago

Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.

Written by Tom Burnatowski
Updated over a week ago

Variable fields in emails

How to personalize emails with merge fields

Written by JD
Updated over a week ago

Using the Custom Pricing Table

Use a custom pricing table in your QuoteMachine documents

Written by Tom Burnatowski
Updated over a week ago

Adding ageing reports into documents

How to add ageing reports into your invoices and account statements

Written by Tom Burnatowski
Updated over a week ago

Display a deposit on a quote

How to show a deposit or pre-payment requirement on a Quote

Written by JD
Updated over a week ago

Display account statements within invoices

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.

Written by JD
Updated over a week ago

Insert video in proposal template

How to use videos in your proposals

Written by JD
Updated over a week ago

Adding an event to a calendar

How to add an event to a calendar from any document in QuoteMachine

Written by Anna Brundage
Updated over a week ago

Link a calendar event to a group in the pricing table

How to link calendar events to groups in your pricing tables

Written by Romy Marinus
Updated over a week ago

Setting up a calendar in QuoteMachine

How to create a calendar for scheduling pages and events

Written by Anna Brundage
Updated over a week ago

Creating a "round robin" scheduling page

How to pool availability from all your team members into one scheduling page

Written by Anna Brundage
Updated over a week ago

Creating Scheduling Pages in QuoteMachine

How to create scheduling pages and send them to your customers

Written by Anna Brundage
Updated over a week ago

Introducing Scheduling Pages

How QuoteMachine's scheduling page feature can help you manage your business

Written by Anna Brundage
Updated over a week ago

How to send a scheduling page from a quote, invoice or order

Learn how to configure your scheduling pages to be available from quotes, invoices and orders

Written by Anna Brundage
Updated over a week ago

How to edit the shipping address of a document

Changing the shipping address on a quote or invoice

Written by Anna Brundage
Updated over a week ago

How to create a packing slip

Creating a pick and pack slip

Written by Anna Brundage
Updated over a week ago

Display shipping address on a document template

How to add a customer shipping address to a quote

Written by Anna Brundage
Updated over a week ago

Add a shipping address to a customer contact profile

Adding a shipping address that differs from the customer billing address

Written by Anna Brundage
Updated over a week ago

Email Notification Settings

Control what email notifications you receive

Written by Tom Burnatowski
Updated over a week ago

Reconnecting your Email integration

How to disconnect and reconnect your email integration

Written by Tom Burnatowski
Updated over a week ago

SMS Feature

How to use QuoteMachine's SMS feature

Written by Romy Marinus
Updated over a week ago

How to use your own email servers to send emails

How to customize the sender email address

Written by JD
Updated over a week ago

Resending a QuoteMachine document

how to resend quotes, order, invoices

Written by Tom Burnatowski
Updated over a week ago

Send a document to several recipients

How to send an email to several contacts

Written by JD
Updated over a week ago

Has the customer received my email?

How to ensure your emails are read and what to do when they are not.

Written by JD
Updated over a week ago